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Question

How do I update existing Pipedrive records with Manychat info in Zapier?

  • May 22, 2024
  • 2 replies
  • 14 views

Hi 👋
I started using Zapier not so long ago and now have some trouble with connnecting Manychat with Pipedrive.

What I want to make:
1. Receive Email and Phone number from user from Instagram direct
2. Search if there is already such a user in my Pipedrive database

  • If yes:
    I need to update the info with new one which user sent again in chat (update email and phone fields)
  • If no:
    I need to create a new record of this user

What I did:

Step 1. Made “Recieve the info from Manychat”
Step 2. Made “Find the record in Pipedrive database”
Step 3. Made 2 paths (Where A is “record found and I update it”, B is “record not found and I make new one”)

Although the zap isn’t that hard something isn’t working for me :(
It makes records with new users but doesn’t update the existing ones. Can someone help me with this?

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2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • May 22, 2024

Hi @SalesTimeGroup 

For us to have more context, post screenshots with how your Zap steps are outlined and configured in EDIT mode.

If you are testing with your Zaps ON, then check your Zap Runs history details to see the DATA IN/OUT for each step to help you trace and troubleshoot: https://zapier.com/app/history/


JammerS
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  • Zapier Staff
  • July 1, 2024

Hi @SalesTimeGroup

 

We would like to know if you still need assistance with your Zap. Kindly post a screenshot of your Zap in edit mode, obscure any sensitive information, and include the details on DATA IN/OUT so we can distinguish the cause of the issue. Thanks.